Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way as shown by this article by my friend and colleague Steve Hartnett, an estate planning expert.
- What to Consider When Choosing an Executor or Successor Trustee - January 28, 2022
- The Top Three Other Documents Your Estate Plan Should Include - January 26, 2022
- Are Pay on Death (POD) Accounts a Good Idea? - January 24, 2022